FH
FIRST HEARTLAND CONSULTANTS, INC.
SEC RegisteredFiercely Independent Culture
LAKE ST. LOUIS, MOhttps://firstheartland.com636-625-0900
Assets Under Management
$1B–$5B
Year Founded
1984
Employees
96
Office Locations
24 offices
Total Accounts
9610
About the firm
Established in 1984, First Heartland® is a 100% privately owned financial firm offering Broker Dealer, RIA, and BGA services, built around long-term relationships with financial professionals and staff. The firm focuses on empowering advisor independence by removing administrative friction and investing in innovative technology solutions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance Companies
Areas of expertise
Broker DealerRIABGAIndependent AdvisoryTechnology SolutionsPaperless ProcessingCRMAnnuitiesLife InsuranceFee-based BusinessPrivate Ownership
Services
Broker Dealer, RIA (supporting third-party management and Rep as PM), and BGA (representing all major carriers); technology solutions including paperless order processing, CRM support, block trading platform, compliant video conferencing, and Google Workspace collaboration tools
Who they serve
Financial professionals and advisors seeking an independent, relationship-based home for their practice
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 6,041 | $1.3B |
| High Net Worth Individuals | 309 | $541M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 86 | $198M |
| State/Municipal Entities | 12 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
42 total clients reported on Form ADV.
Leadership
David Michael Hoff
CHIEF EXECUTIVE OFFICER/PRESIDENT
Zeonia Marie Christy
CHIEF COMPLIANCE OFFICER
Jeanne Ann Jehle
CHIEF LEGAL OFFICER
Scott M Hoff
CHIEF OPERATING OFFICER
Brandon Wayne Hall
CHIEF INFORMATION OFFICER
Office locations
24 offices in 16 states
MO
LAKE ST. LOUISHQ
CA
SAN MATEO
OR
MEDFORD
MO
SAINT CHARLES
IN
PORTAGE
PA
CHAMBERSBURG
MN
NORTHFIELD
IN
VALPARAISO
NM
ALBUQUERQUE
TN
MEMPHIS
IA
CLIVE
MI
NEWAYGO
MI
PORTLAND
MI
ANN ARBOR
NH
LONDONDERRY
AR
LITTLE ROCK
MI
GRANDVILLE
MN
ROCHESTER
SC
SPARTANBURG
NJ
HILLSBOROUGH
NJ
EDISON
TX
BOERNE
MO
SPRINGFIELD
AZ
TUSCON
Advisors at this firm
93 advisors in the directory
Augustus William Abel
Investment Adviser Representative
David Eugene Babulic
Investment Adviser Representative
Ryan Timothy Beyel
Investment Adviser Representative
Brian Henry Boedicker
Investment Adviser Representative
Brian James Bolek
Investment Adviser Representative
William Michael Brinkley
Investment Adviser Representative
Carrie Elizabeth Baalman
Investment Adviser Representative
Fady Youssef Chaccour
Investment Adviser Representative
Zeonia Marie Christy
Investment Adviser Representative
Scottie Dale Clark
Investment Adviser Representative
Mack Robert Courter
Investment Adviser Representative
Jamie Leanne Cox
Investment Adviser Representative
James Herrmann Cross
Investment Adviser Representative
Troy Allen Christensen
Investment Adviser Representative
Brittany Elaine Cross
Investment Adviser Representative
Cory Drummond Denuyl
Investment Adviser Representative
Jeanine M. Devine
Investment Adviser Representative
John Landis Dowell
Investment Adviser Representative
Jessica E Durand
Investment Adviser Representative
John Michael Ellis
Investment Adviser Representative
David Vaughn Erickson
Investment Adviser Representative
Richard John Falck III
Investment Adviser Representative
Christopher Orin Fiske
Investment Adviser Representative
Harlan Larry Fortenberry
Investment Adviser Representative
George Alfred Fowler
Investment Adviser Representative
Daniel Lee Gilbert
Investment Adviser Representative
Logan A Gray
Investment Adviser Representative
Samuel M Hagemann
Investment Adviser Representative
Timothy Lee Head
Investment Adviser Representative
Craig Timothy Heien
Investment Adviser Representative
David Michael Hoff
Investment Adviser Representative
Scott M Hoff
Investment Adviser Representative
Jay Duane Hokanson
Investment Adviser Representative
Deanna Lynn Holmes
Investment Adviser Representative
Benjamin L Hubler
Investment Adviser Representative
Adam Keith Harrop
Investment Adviser Representative
Nicholas Andrew Hester
Investment Adviser Representative
Paul Dana Johnson
Investment Adviser Representative
Dane John Johnston
Investment Adviser Representative
Jeanne Ann Jehle
Investment Adviser Representative
Joseph Gilbert Kinnison
Investment Adviser Representative
Andrew Bryan Katz
Investment Adviser Representative
Evin Ward Lantz
Investment Adviser Representative
Ethan Mark Levin
Investment Adviser Representative
John Bradley Ligon
Investment Adviser Representative
Margaret E Loudenburg
Investment Adviser Representative
Kevin Luke Lynch
Investment Adviser Representative
Jon Christopher Lyons
Investment Adviser Representative
Kelly Sue Lesnick
Investment Adviser Representative
Nan Solt Lesnick
Investment Adviser Representative
Roger Allen Lintner
Investment Adviser Representative
Kevin L Lynch Jr
Investment Adviser Representative
Terrance Joseph Masching
Investment Adviser Representative
Elisa Murray McLawhorn
Investment Adviser Representative
James Howard Meaders
Investment Adviser Representative
Dennis Jay Meyer
Investment Adviser Representative
David Charles Miller
Investment Adviser Representative
Ralph Patrick Moore
Investment Adviser Representative
Nick L Morgan
Investment Adviser Representative
Robin Dale Morrell
Investment Adviser Representative
Matthew Hampton Matheney
Investment Adviser Representative
Aaron Michael Minor
Investment Adviser Representative
Sarah Ann Molitor
Investment Adviser Representative
Patrick John Negado
Investment Adviser Representative
Andrew McCall Nicholl
Investment Adviser Representative
Daniel Orellano Jr
Investment Adviser Representative
Sarah Julia Payne
Investment Adviser Representative
Curtis Neil Porter
Investment Adviser Representative
Timothy T Porter
Investment Adviser Representative
Denny Warren Purser
Investment Adviser Representative
David Wesley Pryor
Investment Adviser Representative
Rodney J Ragsdale
Investment Adviser Representative
Michael A Reichert
Investment Adviser Representative
Toni Marie Sams
Investment Adviser Representative
David John Schoenfeldt
Investment Adviser Representative
Christopher Tull Scriminger
Investment Adviser Representative
Dennis James Sikorski
Investment Adviser Representative
Bruce Roderick Snyder Jr
Investment Adviser Representative
Scott Wayne Sorenson
Investment Adviser Representative
Carson Lyle Stallings
Investment Adviser Representative
Brian Scott Standage
Investment Adviser Representative
Dylan Thomas Sharpe
Investment Adviser Representative
Danielle Evelyn Shinnick
Investment Adviser Representative
Anthony Edward Sikorski
Investment Adviser Representative
Victor Le Roy Sikorski
Investment Adviser Representative
Anthony J Stumpo
Investment Adviser Representative
Troy Lee Thompson
Investment Adviser Representative
Robert D Turner Jr
Investment Adviser Representative
Nicholas Jon Vangeest
Investment Adviser Representative
Brett Henry Weir
Investment Adviser Representative
Timothy Kent Wuest
Investment Adviser Representative
Andrew W Walz
Investment Adviser Representative
Mark Thomas Zapatka
Investment Adviser Representative
Regulatory & compliance
CRD number
#110377
SEC Number
801-46595
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
firstheartland.comPhone
636-625-0900Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FIRST HEARTLAND CONSULTANTS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.